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花旗將其12個月比特幣價格目標從82,000美元上調至113,000美元，並將以太坊目標從2,240美元上調至3,028美元。該行稱，這一變化源於加密市場活動更強勁、宏觀環境更有利，以及ETF資金流入迴歸。該份說明日期爲9月30日，並於10月1日由路透社報道，內容推翻了花旗此前在2026年作出的兩次下調。與此同時，VerifiedInvesting.com首席市場策略師加雷斯·索洛韋（Gareth Soloway）警告稱，如果比特幣主導地位繼續上升，山寨幣可能會損失其價值的30%至50%。兩者不可能都正確——或者說，兩者也許都正確，而這正是應該讓你感到不安的部分。花旗的論點：ETF資金流與宏觀順風

一名攻擊者帶走了大約 0.36 ETH——價值不到一千美元——來自 MetaMask 的以太坊質押操作。迴應是什麼？MetaMask 把大約 17,000 個持有約 523,000 ETH 的驗證者（按當前價格約 14 億美元）從網絡上“拔”了下去。造成的損害與避免的損害之比，恕我直言，絕對不是 1:1。
此次事件始於 2026 年 9 月 30 日，當時 MetaMask 披露其所稱“正在發生的安全事件，影響我們部分基礎設施”。該公司很快強調他們未發現對 MetaMask 錢包的任何直接威脅。問題僅限於 MetaMask Staking——該業務此前名爲 Consensys Staking——其爲 Lido、Coinbase 以及其自家打包質押產品運行以太坊驗證者。

Bitwise's new NEAR fund brings staking to brokerage accounts, but a third of the rewards is earmarked for fees. The Bitwise NEAR ETF launched on NYSE Arca on September 29, 2026, under the ticker NRR. Bitwise describes it as the first spot NEAR exchange-traded product in the United States. Its launch announcement highlights network staking rewards of roughly 5%. Investors comparing that figure with the fund's 0.75% annual management fee need to account for a separate charge on the staking rewards themselves.
The prospectus, dated September 24, assigns 33% of the additional NEAR generated by staking to staking expenses. Those fees are shared among the staking agents, the custodian and the sponsor. The trust keeps approximately 67% of the staking rewards. That split does not replace the annual management fee. It means a headline network reward rate cannot be read as the return an NRR shareholder will receive.
How the staking arithmetic changes
A simple illustration shows the difference. If the gross staking rate stayed at exactly 5%, retaining 67% would leave 3.35% before the management fee. Subtracting 0.75 percentage points gives roughly 2.60%, assuming the entire holding stayed staked for a year and ignoring compounding, other costs and token-price changes. That is an illustration of the fee arithmetic, not a forecast or a quoted fund yield. Actual results depend on how much NEAR is staked, the rewards earned and the value of those tokens.
Bitwise's approximately 5% figure is an annualized network rate measured as of September 25. The company says rewards accrue through the fund's net asset value per share, so the figure should not be mistaken for a promised cash payout. Its stated plan is to use its institutional staking team. The announcement does not establish a full year's realized results for this newly launched product. A lower NEAR price can also outweigh the value of additional tokens earned through staking.
The AI pitch still needs to deliver
Bitwise is marketing NEAR as infrastructure for an economy in which AI agents make payments and coordinate transactions. The fund gives brokerage investors another route to express that investment view. It does not establish how much future business those agents will bring to the network. Nor does an exchange listing turn expectations about AI adoption into earnings for token holders. The investment case still depends on demand for NEAR, while the fees apply regardless of whether the AI story delivers.
For traders, the practical comparison is the convenience of holding fund shares against the cost and responsibilities of holding and staking tokens directly. NRR's shares can trade above or below the value of the assets they represent. The product also lacks the same protections as funds registered under the Investment Company Act of 1940. As trading develops, watch the bid-ask spread and the fund's reported staking participation alongside the management fee. The useful number is the reward that actually reaches the fund after costs, considered together with NEAR's price performance.
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Author: Dorian Fenwick Silicon Valley NewsroomBreaking Crypto News
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Block 希望比特幣來處理 AI 代理在在線完成任務時產生的那些小額支付。該公司在 9 月 24 日宣佈，它已加入 x402 基金會，並向協議貢獻了 Lightning 支付。其公告讓比特幣成爲一種開放標準，用於請求併爲服務付費的軟件。Block 認爲，快速且低成本的交易對該市場至關重要。該項進展爲比特幣持有者提供了一個可行的採用敘事，供其在下一個價格目標之外繼續關注。

Bitget's hack just got more expensive, and customers are still waiting for a withdrawal update. The exchange raised its estimate to $387.5 million in a September 25 update, replacing the earlier $351.6 million figure. It attributed the difference to previously uncounted Zcash and TRON transfers. Bitget said the revision reflects better accounting of the original incident, not another attack. That distinction matters when an already substantial loss grows overnight.
The original alarm came at 18:31 UTC on September 24, according to Bitget's security notice. The company said only part of its hot and warm wallet infrastructure was affected and its cold wallets remained secure. It paused withdrawals while keeping deposits and trading open. Bitget also said account balances remained accurate. Customers therefore face a separation between what their accounts show and their ability to move those assets elsewhere.
The investigation points beyond stolen keys
CEO Gracy Chen has described a compromise of a backend wallet service, according to Cointelegraph. Her account was that attackers forged transfer information and triggered the authorization-signing process. She said the preliminary investigation did not point to leaked private keys. That would put the weakness in the systems instructing transfers, rather than possession of the keys alone. A complete technical explanation is still important before treating that account as the final root-cause finding.
Chen also raised the possibility of North Korean involvement, citing IP and VPN patterns resembling those associated with a North Korean group. That is a preliminary attribution by the exchange's chief executive. It should not be presented as an independently established identity for the attacker. Mandiant and SlowMist are assisting the investigation, Bitget said. For affected customers, identifying the perpetrators and restoring access are separate problems, even when both are being worked on at once.
A coverage promise still needs an operational recovery
Bitget's original notice said its User Protection Fund held more than $464 million and covered the incident. That was the exchange's assurance about its own resources. It does not mean the stolen assets have already been returned. The September 25 update says some funds have been frozen and introduces conditional 5% bounties for eligible freezing or recovery work. Freezing funds and returning them to the exchange are different stages of that process.
Bitget says it has fixed the vulnerability and is validating security before restoring withdrawals. It promises an announcement about withdrawal status or timing by September 26 at 04:00 UTC. That is a deadline for information, not a guaranteed reopening time. The next useful evidence is a clear service update followed by withdrawals actually working again. Until then, the larger loss estimate and the coverage pledge should be read alongside the access restrictions customers still face.
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Author: Ren Nakamura Asia NewsroomBreaking Crypto News
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華爾街股票正在獲得一條通往加密交易基礎設施的新路徑，但支撐這些股票的公司仍保有話語權。美國證券交易委員會（SEC）於9月17日發佈了“創新豁免”（Innovation Exemption），爲符合條件的交易場所提供一條臨時路徑：通過自動做市商和流動性池來交易代幣化的美國股票。該公告設定了自發布之日起五年的有效期。該救濟措施涵蓋了特定的交易所與經紀商要求，但需滿足相關條件。對加密交易者而言，其直接意義在於：爲將熟悉的股票敞口帶入鏈上交易環境提供了明確的框架。

你多年前重複使用的密碼，今天可能會讓別人找到進入你加密貨幣賬戶的途徑。新加坡警方在9月12日表示，根據CNA報道，自8月中旬以來，他們看到通過被入侵的電子郵箱進入加密貨幣賬戶的未經授權訪問有所增加。調查人員發現，若干受影響的郵箱賬戶曾出現在其他平臺更早發生的數據泄露中。警方表示，泄露的憑據以及密碼重複使用，可能幫助攻擊者獲取訪問權限。該警告涉及賬戶被接管的情況，並不意味着交易所自身系統遭到入侵。

Congress is debating the CLARITY Act, aimed at regulating cryptocurrency and supported by the crypto industry - and Trump wants it passed.. Video Courtesy Of Fox News Subscribe to GCP in a reader

One of the louder institutional critics of the CLARITY Act has stepped out of the way just before the bill reaches a major Senate test.
The National Sheriffs' Association has changed its position on the Digital Asset Market Clarity Act from opposition to neutral. The shift does not amount to an endorsement, but it removes a law-enforcement group that had spent months warning senators that parts of the bill could make crypto crime harder to investigate.
In a September 3 letter to Senate Majority Leader John Thune and Minority Leader Chuck Schumer, the association said the legislation remains complex and that important details are still under consideration. The group said it would step back and allow lawmakers to continue building a regulatory framework. Cointelegraph reported the change on September 4.
Why the Sheriffs Were Fighting It
The National Sheriffs' Association was not opposing crypto regulation in general. Its earlier objections focused on provisions it believed could weaken law enforcement's ability to trace transactions and recover money linked to fraud and other crimes.
The group raised particular concerns about proposed exemptions affecting crypto mixers and certain registration requirements. Its argument was straightforward: if services capable of obscuring transactions sit outside traditional compliance rules, investigators may have fewer tools when stolen assets move through them.
Those arguments mattered politically because several senators whose votes could be decisive have emphasized anti-money-laundering protections and consumer fraud. A law-enforcement organization opposing the bill gave skeptical lawmakers another reason to hold back.
Neutral Is Not the Same as Satisfied
The new position should not be read as the sheriffs suddenly deciding every problem has been fixed.
The association said important details remain under consideration. It is stepping aside rather than declaring victory. That distinction matters because lawmakers are still negotiating provisions touching stablecoin rewards, tokenized securities, decentralized finance and potential conflicts of interest involving government officials.
For the crypto industry, however, losing an opponent is still valuable even when it does not gain a supporter. Senate floor math is not known for rewarding philosophical nuance.
The September 15 Vote Is Real
The House passed H.R. 3633, the Digital Asset Market Clarity Act of 2025, on July 17, 2025 by a 294 to 134 vote. The official Congressional Record confirms the tally.
The next major test is now on the Senate calendar. The Senate's official schedule says the cloture motion on H.R. 3633 will ripen on Tuesday, September 15 at 2:15 p.m. Eastern time.
Cloture is a procedural vote used to limit debate and move a measure forward. In practice, it is a major test of whether Senate leadership has enough support to advance the legislation rather than letting it remain stuck.
What CLARITY Is Trying to Do
The central purpose of the bill is to establish a clearer division of authority over digital assets, particularly between the Securities and Exchange Commission and the Commodity Futures Trading Commission.
The crypto industry has spent years operating under a system where the legal status of a token can depend heavily on how it was issued, sold, marketed and used. Exchanges have repeatedly argued that they cannot reliably determine which assets regulators consider securities until enforcement arrives after the fact.
CLARITY attempts to create a framework for digital commodities and related market intermediaries, while setting rules around registration, disclosures and the application of existing securities and commodities laws.
Supporters say that would let legitimate companies operate in the United States under defined rules rather than moving activity offshore. Critics worry that definitions or exemptions could leave consumers exposed, weaken securities protections or create loopholes for illicit finance.
There Are Still Bigger Political Problems
The sheriffs' move helps, but it does not clear the bill's path to the president's desk.
Lawmakers and interest groups are still fighting over stablecoin rewards, tokenized equities, DeFi treatment and ethics questions involving political officials with crypto business interests. Those disputes are more likely to decide the bill's final shape than the National Sheriffs' Association alone.
Even if the Senate advances the measure, differences between House and Senate language may need to be reconciled before final passage.
Why Crypto Markets Care
For traders, CLARITY matters less because of any single paragraph in the bill and more because of what it could change about the U.S. market.
A workable market-structure law could make it easier for exchanges to list assets, for traditional financial firms to enter crypto markets and for token issuers to understand which regulator they answer to. It could also reduce the regulatory premium investors place on U.S.-focused crypto companies.
Failure would not stop the industry. The SEC and CFTC have already been moving on crypto policy under existing authority. It would, however, leave major questions dependent on agency interpretation and future administrations.
The National Sheriffs' Association has not blessed the CLARITY Act. It simply stopped trying to block it. With a Senate procedural vote scheduled for September 15, that is still meaningful: one fewer organized opponent stands between the bill and its next major floor test. ----------------Author: Dorian Fenwick Silicon Valley NewsroomBreaking Crypto News
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機構對比特幣的需求正在做一些交易者今年很少見到的事：連續數週走強。
據 Cointelegraph 援引 SoSoValue 的數據稱，截至 9 月 4 日結束的這一週，美國現貨比特幣 ETF 吸金約 9.869 億美元，使其三週淨流入總額達到約 38 億美元。這也是 2026 年迄今最強的連續三週表現。
之所以這次走勢引人關注，關鍵在於時點。比特幣一直在約 8 萬美元附近交易，而利率預期的變化在其下方不斷調整。週四，這些 ETF 在單日內吸金近 7.31 億美元，這是自 1 月以來最大的日度買入量。貝萊德旗下的 iShares 比特幣信託（IBIT）再次貢獻了相當大一部分的買盤。

Zcash剛剛突破了那種會迫使所有人重新打開多年未曾查看過的圖表的關鍵價格水平。
ZEC在週五交易價格突破1000美元，在發佈時大約觸及1200美元，並將其市值推向約170億美元。注重隱私的加密貨幣在過去一個月上漲了約94%，並且從3月份約200美元的水平攀升。
這次走勢並非由單一明確的催化劑推動。ETF需求、採礦活動的激增、更成熟的隱私工具以及一筆過於擁擠的衍生品交易在同一時間共同作用。

Solana 已將主網的目標 slot 時間從 400 毫秒降低到 350 毫秒，這是一個分階段計劃的第一步，最終將其降低到 200 毫秒。
該變更於週五大約在第 1020 個 epoch 開始時上線，這是自 Solana 網絡啓動以來首次縮短其目標 slot 持續時間。這個數字看起來不大，但背後對應着相當龐大的工程工作。
一個 slot 是 leader validator 可以生成區塊的時間窗口。更短的 slot 意味着區塊可以更頻繁地被生產，從而減少用戶和應用等待確認所花費的時間。關鍵字是“延遲”。此次升級並不是爲了神奇地把 Solana 的交易吞吐量翻倍。

在數月機構需求不穩定之後，美國加密貨幣ETF終於帶來了交易員們一直在等待的那種一週。以太坊和比特幣現貨基金在截至8月21日的五個交易日內，淨流入合計約26億美元；這是自2025年10月以來最強的組合周表現。
比特幣基金流入約19.2億美元，而現貨以太坊ETF增加了約6.97億美元。這兩類產品都錄得2026年以來的最佳單週資金流入總額。更重要的是，資金是在一輪急劇的加密貨幣反彈中涌入的，而不是在行情已經結束之後纔到來。

The Sandbox 發生過一次跨鏈橋漏洞：攻擊者能夠在 Base 和 BNB Smart Chain 上創建未被抵押支持的 SAND 代幣，從而產生了那種乍看之下在物理層面都“彷彿不可能”的加密貨幣頭條。安全研究人員統計了數十億枚新鑄造的 SAND；其中一項估計認爲其名義價值接近 490 億美元。
不，攻擊者並沒有從 The Sandbox 盜走 490 億美元。那裏從來就沒有價值 490 億美元的真實資產等待被提取。這個數字來自於將 SAND 的正常市場價格套用到一大堆代幣上——這些代幣是在沒有任何抵押支撐的情況下被創建出來的。

多年來，Strategy一直擁有美國最容易解釋的企業資金配置故事之一：出售證券、買入比特幣、週而復始。如今，這個故事變得更復雜了。
Strategy在8月10日至8月16日期間出售了MSTR的3,458,866股股份，並通過淨收益籌集了3.337億美元。它沒有買入比特幣。在該周內，它也沒有出售任何比特幣。相反，全部資金都用於優先股股息：回購STRC的優先股，併爲公司不斷增長的美元儲備追加現金。

Harmony 最新的一起安全事故從糟糕演變成了離奇。最初看起來像是一次約 40 億 ONE 的未授權鑄造，如今卻變成了重建後的大約 3.01 萬億造假代幣總量；而網絡選擇的修復方案同樣戲劇性：把區塊鏈回滾到遭受漏洞利用之前的某個時間點，並丟棄之後記錄的所有內容。
Harmony 表示，造假供應是通過六筆跨分片交易創建的，並被髮送到四個由攻擊者控制的錢包。其中僅有一個錢包就通過 477 次成功轉賬，在短短 106 秒內轉移了 2.385 萬億 ONE。在攻擊前的價格下，這一數量的名義價值以數十億美元計；不過，任何攻擊者都不可能在接近攻擊前市場價格的情況下，真實出售數萬億個 ONE。

比特幣本週初小幅反彈，但資金流入美國加密貨幣交易所交易基金（ETF）的動向傳遞出不那麼讓人安心的信息。現貨比特幣基金在8月10日至8月14日的交易周內出現約3.9億美元的淨贖回，扭轉了前一週的強勁流入。同時，Solana（索拉納）ETF吸引了新增資金，並錄得自5月中旬以來最強的單週淨流入。
這種分化比“又有一天比特幣漲了/跌了1%到2%”更有意思。ETF資金流已成爲普通公衆能夠清楚看到的窗口之一，反映了投資者通過傳統券商賬戶、退休賬戶以及機構組合來獲取加密貨幣敞口的需求。它們當然無法告訴我們每一位大型投資者都在做什麼，但當數億美元在一週內方向逆轉時，就值得多加關注。

華盛頓已向加密行業帶來一如既往的產品更新：數字資產市場清晰法案並未“死亡”，但其推出日期已經推遲。美國參議院將在8月休會前不會就該市場結構法案進行表決，將下一次真正採取行動的機會推遲至9月。
參議院多數黨領袖約翰·圖恩表示，8月不會有投票，可能在9月進行表決。此次推遲源於各方之間仍未解決的分歧，其中包括要求更嚴格的道德規則、執法條款以及市場保障措施。對交易員和企業而言，結果也很直接：至少再過一個月，監管版圖仍將未完成。

比特幣在週五獲得了交易者一直等待的宏觀催化劑：美國就業報告的疲軟程度足以重新點燃關於美聯儲仍有多大空間可供寬鬆的討論。BTC在Bitstamp一度衝高至65,340美元，當日上漲約1.3%。這是因爲7月非農就業數據顯示：經濟不僅沒有新增大約80,000個崗位，而是流失了23,000個崗位；此前經濟學家預期爲新增。
這並非一個“可忽略不計”的小幅偏差。美國勞工統計局（BLS）還將5月和6月的就業數據合計下修了103,000個崗位。7月失業率爲4.1%，較上月變化不大，但更重要的信息很明確：勞動力市場不再像幾個月前看起來那樣，繼續爲美聯儲提供同等從容的緩衝空間。完整的工資單（payroll）發佈結果，讓風險市場得到了它們最喜歡用來“搶籌”的那種模糊性。

多年來，Coldcard背後的整個理念是：除非有人親手拿着設備，否則任何人都無法觸及你的比特幣。但這個承諾本週被徹底打破：一名攻擊者在不到一小時內，悄無聲息地從一千多個錢包中轉走了約1,082 BTC，價值約7,000萬美元。令人不安的是，小偷從未觸碰過任何設備，從未釣魚誘騙任何人，也從未需要 PIN 碼或密碼。這些幣一直存放在冷存儲中，離線保存，嚴格按照每一份自我託管指南教你去做的方式保管。可他們還是輕鬆拿走了。對於那個將硬件錢包視爲安全“金標準”的加密圈來說，這是一個非常艱難、令人心驚的時刻。